Financial Services Professional - Stock Plan Services

Charles Schwab Corporation Phoenix , AZ 85002

Posted 2 months ago

Your Opportunity

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals.

SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.

What you're good at

As a Stock Plan Services Financial Services Professional you will have an opportunity to:

  • Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans

  • Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional

  • Demonstrate energy, empathy, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 30 to 50 inbound calls per day (this is a phone based relationship with Participants)

  • Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives

  • Encourage a long-term relationship with Schwab by identifying opportunities to introduce Schwab offerings and guide them to the proper solutions

  • Collaborate with internal business partners and team members to resolve complex client inquiries, and develop knowledge of Schwab products and services

What you have

  • Demonstrated passion for providing top tier service and support to Schwab Participants

  • Strong interest in effectively engaging in quality conversations with Participants in order to establish long-term relationships with Schwab

  • Strong work ethic with a high level of integrity and the ability to build trust with Participants

  • Ability to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client calls

  • Aptitude for organizing specific and individual company procedures, in the form of emails and other documents, to ensure the necessary information is readily available

  • Respect for fellow employees and leveraging the power of teamwork

  • The ability and desire to develop positive working relationships

  • Active listening skills and ability to explain complicated subjects

  • Ability to adapt and implement changes as market and business conditions evolve

  • A diverse background / work experience including: volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry related

  • Technically savvy including proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment

Highly preferred qualifications:

  • Active FINRA Series 7 and 66 brokerage licenses

  • You will have a condition of employment for passing the FINRA Series 7 & 66 licenses

  • Bachelor's degree or equivalent work experience

  • Bilingual (Spanish)

Basic knowledge of equity compensation

Why Schwab?

At Schwab, "Own Your Tomorrow" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: What's it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Services Insurance Guidewire Data Analyst Sr Associate

Pwc

Posted 3 days ago

VIEW JOBS 6/2/2020 12:00:00 AM 2020-08-31T00:00 A career within Data and Analytics Technology services, will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be an authentic and inclusive leader, at all grades/levels and in all lines of service. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: * Use feedback and reflection to develop self awareness, personal strengths and address development areas. * Delegate to others to provide stretch opportunities and coach to help deliver results. * Develop new ideas and propose innovative solutions to problems. * Use a broad range of tools and techniques to extract insights from from current trends in business area. * Review your work and that of others for quality, accuracy and relevance. * Share relevant thought leadership. * Use straightforward communication, in a structured way, when influencing others. * Able to read situations and modify behavior to build quality, diverse relationships. * Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Minimum Degree Required: Bachelor Degree Required Fields of Study: Computer and Information Science, Computer and Information Science & Accounting, Economics, Economics and Finance, Economics and Finance & Technology, Engineering, Operations Management/Research, Statistics Additional Educational Requirements: Other quantitative fields of study may be considered Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates thorough knowledge of, and proven success with a role, executing various aspects of the business or information technology-related client engagements and/or projects within a professional services environment, including knowledge of an industry or functional domain and expertise in at least two of the following areas: * Statistical Analysis and Techniques; * Customer, Product and Pricing Analysis; * Business and Operations Analysis within marketing, operations, or risk analysis using quantitative techniques. Demonstrates significant experience working with analytical models or techniques and the ability to apply such methods to an applicable challenge within the larger field of expertise. This background should include: * Visualization techniques and tools; * Advanced analytics techniques (regression, simulation, etc.); * Applicable sources of external, internal or new data sources to support analytic methods and visualization techniques; * Healthcare, Insurance, Financial Services, Customer an industrial Products and Services, Manufacturing or Telecom Industries. Demonstrates thorough skills and/or proven success in a role participating in consulting-related projects within a professional services environment that utilize creative thinking skills and individual initiative, including the following: * Analyzing large and complex data sets, including a demonstrated thorough aptitude for conducting quantitative and qualitative analyses; * Collaborating and contributing as a team member: understanding personal and team roles, contributing to a positive working environment by building solid relationships with team members, proactively seeking guidance, clarification and feedback; * Identifying and addressing client needs, building relationships with clients, developing requests for information, demonstrating flexibility in prioritizing and completing tasks, communicating potential conflicts to a supervisor; * Prioritizing and handling multiple tasks, researching and analyzing pertinent client, industry and technical matters, utilizing problem-solving skills, and communicating effectively in written and verbal formats to various audiences (including various levels of management and external clients) in a professional business environment; * Coaching and collaborating with associates who assist with this work, including providing coaching, feedback and guidance on work performance; * Understanding how the application of analytical techniques correlated to business value; * Being able to select the appropriate analytical techniques for the problem at hand. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Pwc Phoenix AZ

Financial Services Professional - Stock Plan Services

Charles Schwab Corporation